Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $395 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPOT
Spotify Technology S.A.

Communication Services
Q1 2021 Filed on Apr 15, 2021
2
$252.59 - $364.59 $505 - $729
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on Apr 15, 2021
163
$204.88 - $255.03 $33.4K - $41.6K
MO
Altria Group, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
735
$40.76 - $52.5 $30K - $38.6K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2021 Filed on Apr 15, 2021
26
$81.34 - $87.82 $2.11K - $2.28K
AMX
America Movil Sab De Cv

Communication Services
Q1 2021 Filed on Apr 15, 2021
6,000
$12.7 - $15.07 $76.2K - $90.4K
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on Apr 15, 2021
201
$198.66 - $241.83 $39.9K - $48.6K
IMAX
Imax Corp

Communication Services
Q1 2021 Filed on Apr 15, 2021
350
$17.6 - $24.59 $6.16K - $8.61K
AZN
Astrazeneca PLC

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,554
$47.16 - $54.44 $73.3K - $84.6K
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
75
$33.06 - $44.69 $2.48K - $3.35K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
2,500
$12.96 - $15.76 $32.4K - $39.4K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2021 Filed on Apr 15, 2021
18
$16.47 - $22.34 $296 - $402
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
100
$92.0 - $109.27 $9.2K - $10.9K
Washington Prime Group New
Q1 2021 Filed on Apr 15, 2021
3
N/A
T
At&T Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
3,677
$21.06 - $23.21 $77.4K - $85.3K
VNT
Vontier Corp

Technology
Q1 2021 Filed on Apr 15, 2021
47
$30.27 - $35.9 $1.42K - $1.69K
ACN
Accenture PLC

Technology
Q1 2021 Filed on Apr 15, 2021
475
$241.92 - $280.77 $115K - $133K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
120
$39.94 - $62.45 $4.79K - $7.49K
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2021 Filed on Apr 15, 2021
209
$14.51 - $18.7 $3.03K - $3.91K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
76
$253.15 - $290.67 $19.2K - $22.1K
UBER
Uber Technologies, Inc

Technology
Q1 2021 Filed on Apr 15, 2021
16
$48.11 - $63.18 $770 - $1.01K
DASH
Door Dash, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
110
$125.53 - $215.16 $13.8K - $23.7K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
6
$125.66 - $149.17 $754 - $895
THW
Tekla World Healthcare Fund

Financial Services
Q1 2021 Filed on Apr 15, 2021
370
$14.64 - $17.81 $5.42K - $6.59K
SYK
Stryker Corp

Healthcare
Q1 2021 Filed on Apr 15, 2021
2
$221.01 - $248.82 $442 - $498
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2021 Filed on Apr 15, 2021
1,000
$56.41 - $58.25 $56.4K - $58.3K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
252
$128.33 - $139.05 $32.3K - $35K
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2021 Filed on Apr 15, 2021
40
N/A
NULV
Nuveen Esg Large Cap Value ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
196
$32.32 - $36.47 $6.33K - $7.15K
NI
Nisource Inc.

Utilities
Q1 2021 Filed on Apr 15, 2021
196
$21.26 - $24.36 $4.17K - $4.77K
NYT
New York Times CO

Communication Services
Q1 2021 Filed on Apr 15, 2021
23
$46.98 - $56.16 $1.08K - $1.29K
LSI
Life Storage, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
158
$76.43 - $88.71 $12.1K - $14K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
2,974
$38.19 - $45.67 $114K - $136K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q1 2021 Filed on Apr 15, 2021
116
$59.52 - $63.83 $6.9K - $7.4K
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
314
$76.38 - $86.03 $24K - $27K
CDAK
Codiak Bio Sciences, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
500
$13.49 - $31.53 $6.75K - $15.8K
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
115
$50.78 - $62.23 $5.84K - $7.16K
BIIB
Biogen Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
77
$242.95 - $284.63 $18.7K - $21.9K
ARKR
Ark Restaurants Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
200
$17.07 - $23.88 $3.41K - $4.78K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
560
$11.96 - $13.09 $6.7K - $7.33K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2021 Filed on Apr 15, 2021
100
$81.74 - $112.47 $8.17K - $11.2K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
1,425
$1.98 - $19.9 $2.82K - $28.4K
BP
Bp PLC

Energy
Q1 2021 Filed on Apr 15, 2021
2,936
$20.75 - $26.96 $60.9K - $79.2K
KLXE
Klx Energy Services Holdings, Inc.

Energy
Q1 2021 Filed on Apr 15, 2021
17
$6.55 - $18.17 $111 - $309
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2021 Filed on Apr 15, 2021
786
$92.62 - $97.02 $72.8K - $76.3K
IMGN
Immuno Gen, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
500
$6.5 - $10.53 $3.25K - $5.27K
GIS
General Mills Inc

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
800
$54.37 - $62.49 $43.5K - $50K
CARR
Carrier Global Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
1,625
$35.52 - $42.36 $57.7K - $68.8K
TTI
Tetra Technologies Inc

Energy
Q1 2021 Filed on Apr 15, 2021
337
$1.01 - $2.98 $340 - $1K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
60
$32.91 - $38.69 $1.97K - $2.32K
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